HHM Wealth Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.9K | Hold |
179
| – | – | 0.01% | 367 |
|
|
2025
Q1 | $54.1K | Hold |
179
| – | – | 0.01% | 346 |
|
|
2024
Q4 | $49.5K | Sell |
179
-148
| -45% | -$40.9K | 0.01% | 355 |
|
|
2024
Q3 | $94.3K | Buy |
327
+27
| +9% | +$7.79K | 0.01% | 253 |
|
|
2024
Q2 | $76.5K | Hold |
300
| – | – | 0.01% | 283 |
|
|
2024
Q1 | $77.7K | Hold |
300
| – | – | 0.01% | 240 |
|
|
2023
Q4 | $67.8K | Buy |
300
+140
| +88% | +$31.6K | 0.01% | 250 |
|
|
2023
Q3 | $33.3K | Sell |
160
-123
| -43% | -$25.6K | 0.01% | 328 |
|
|
2023
Q2 | $54.5K | Hold |
283
| – | – | 0.01% | 269 |
|
|
2023
Q1 | $55K | Hold |
283
| – | – | 0.01% | 266 |
|
|
2022
Q4 | $62.4K | Hold |
283
| – | – | 0.01% | 220 |
|
|
2022
Q3 | $51K | Sell |
283
-34
| -11% | -$6.13K | 0.01% | 229 |
|
|
2022
Q2 | $62K | Sell |
317
-83
| -21% | -$16.2K | 0.02% | 254 |
|
|
2022
Q1 | $86K | Hold |
400
| – | – | 0.02% | 238 |
|
|
2021
Q4 | $77K | Hold |
400
| – | – | 0.02% | 251 |
|
|
2021
Q3 | $69K | Hold |
400
| – | – | 0.02% | 253 |
|
|
2021
Q2 | $64K | Hold |
400
| – | – | 0.02% | 258 |
|
|
2021
Q1 | $63K | Hold |
400
| – | – | 0.02% | 247 |
|
|
2020
Q4 | $62K | Buy |
400
+160
| +67% | +$24.8K | 0.02% | 232 |
|
|
2020
Q3 | $28K | Hold |
240
| – | – | 0.01% | 283 |
|
|
2020
Q2 | $30K | Buy |
240
+34
| +17% | +$4.25K | 0.01% | 269 |
|
|
2020
Q1 | $23K | Buy |
+206
| New | +$23K | 0.01% | 283 |
|